Two sales and one buy today. We sold all of XLE, the Energy Sector ETF (5% of the book), and all of BNO, the Brent Oil Fund (4%). Both went in on October 1 and both come out as winners after 34 days.…
Portfolio 3: Macro: Out of Oil and Energy, Into Bonds
November 4, 2026 · Portfolio 3 (ETF Macro)
